EWM

Evermay Wealth Management Portfolio holdings

AUM $812M
1-Year Est. Return 12.89%
This Quarter Est. Return
1 Year Est. Return
+12.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$624K
3
+$511K
4
DD icon
DuPont de Nemours
DD
+$510K
5
AXP icon
American Express
AXP
+$339K

Top Sells

1
+$4.71M
2
+$865K
3
+$738K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$738K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$607K

Sector Composition

1 Technology 2.82%
2 Financials 2.58%
3 Healthcare 2.57%
4 Industrials 2.45%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$264K 0.11%
6,621
+28
77
$264K 0.11%
3,761
-200
78
$262K 0.11%
11,632
-400
79
$262K 0.11%
2,181
80
$261K 0.11%
3,575
81
$260K 0.11%
7,060
-800
82
$259K 0.11%
4,820
83
$258K 0.11%
1,568
84
$256K 0.11%
5,697
+700
85
$253K 0.11%
1,676
86
$249K 0.11%
5,175
87
$248K 0.11%
1,827
+73
88
$247K 0.11%
5,820
-1,000
89
$246K 0.11%
7,860
90
$243K 0.11%
+12,125
91
$239K 0.1%
1,675
+63
92
$239K 0.1%
1,952
93
$235K 0.1%
1,143
94
$230K 0.1%
1,983
95
$220K 0.1%
4,170
96
$212K 0.09%
+2,266
97
$207K 0.09%
+2,279
98
$206K 0.09%
845
-60
99
$204K 0.09%
2,650
100
$203K 0.09%
+1,090
1 2 3
4
5